Cars are expensive. Cars are also mostly sitting idle. These are objective facts. For most of the country, the only bill bigger than their combined car payme

Cars are expensive. Cars are also mostly sitting idle. These are objective facts. For most of the country, the only bill bigger than their combined car payment/maintenance is their mortgage. That's a lot of money. I think a combination school-bus-for-adults/carpool would have a lot of traction if you could automate it. How much is that gonna cut into the car market? Remains to be seen. But not nothing, for sure. And moving cars into a service model is, in my opinion, gonna make a lot of the pricing more transparent. You want an SUV, you'll have to pay for it per ride. You want your own private car, pay per ride. I think consumers, when faced with spending the extra buck on an a la carte basis, are going to start looking into cheaper options. Rush hour surges are gonna be a big strain on the system, and I really think that school bus model is going to take off. Everybody going more or less in the same direction at the same time, get on the bus and save a ton of money. Maybe it just turns multiple car families (the default) into single car families. But even that would be a seismic shift in the auto industry.